Valuable resources for
our valued policyholders.

Below are articles, presentations and other resources that we found to be insightful and think could be incredibly helpful for our current policyholders.
Sample Collection Letter
Posted on February 23rd, 2021

If you are a registered policyholder, please click on Download this File  to view the sample letter.

Best Practices: Record Retention
Posted on May 5th, 2020

The practice of law is document intensive. You generate records with each email, phone call, pleading or transaction. How to handle these records is an evolving challenge. There is no minimum period of time required by the Ohio Rules of Professional Conduct to maintain a client’s file. See Ohio Board of Professional Conduct Opinion 2019-6 Ethical […]

Tips to Help Your Practice Especially Now
Posted on April 1st, 2020

We understand many attorneys and law firms are trying to sustain their practices during this incredibly difficult time, in addition to trying to stay healthy and comply with governmental mandates and social distancing directives. Instead of repeating the daily emails you likely receive telling you the best way to work from home or to stay […]

Posted on January 20th, 2019

If you haven’t used the tools in OBLIC’s Cyber Toolbox you’re really missing out!  An online resource for OBLIC policyholders, the Cyber Toolbox has a plethora of information! Cyber Training materials including: Training Courses to help you train employees on data security best practices with interactive online courses on key privacy and data security in […]

Sample Collection Letter
Posted on April 3rd, 2017

If you are a registered policyholder, please click on Download this File  to view the sample letter.

Resources for Collection Attorneys
Posted on August 18th, 2014

OBLIC is pleased to provide these resources for their policyholders who engage in collections work for their clients.  We hope you find this useful for your practice.  If you have additional questions, please feel free to contact our Loss Prevention Hotline at 1-800-227-4111. Sample collection Letter Commercial vs Consumer Collection Meaningful Involvement Under the FDCPA […]

What Do I Do with Closed Client Files?
Posted on June 1st, 2013

This is one of the most frequently asked questions I receive at OBLIC as Director of Loss Prevention. There is not a simple answer to the question. This entire issue of Malpractice Alert is dedicated to providing guidance on the topic. My thanks to Jonathan Coughlan, Disciplinary Counsel , Supreme Court of Ohio, Michelle Hall, […]

Letterhead Questions Answered
Posted on January 4th, 2013

With each renewal application, OBLIC requires a sample of the current letterhead. While OBLIC is not the “ethics police,” we want to assist our policyholders in complying with the Ohio Rules of Professional Conduct, specifically Rules 7.1 and 7.5. Rule 7.1 requires that “[A] lawyer shall not make or use a false, misleading, or nonverifiable […]

Sale & Withdrawal from a Law Practice
Posted on May 3rd, 2012

This was originally presented at the Ohio State Bar Association Annual Convention in Cleveland, Ohio in 2012 by Thomas J. Bonasera, Dinsmore & Shohl, LLP. Presentation Agenda — Introduction, Arguments For/Against Allowing Purchase & Sale of a Law Practice, Background/ABA Model Rule, Ohio Rule – Sale of Ohio Law Practice 1.17, Fee Disputes – Arbitration/Mediation, Withdrawal […]

Sample Letter of Representation
Posted on January 30th, 2011

This is a sample letter of representation that you may utilize within your practice or however you may deem necessary. Sample Letter of Representation Dear Client: After reviewing the information you presented to us, as we have discussed, we will represent you concerning [full description of legal services to be provided]. Any other matter for […]